Posts Tagged: revolution

As regulations force the need for transparency, clients are demanding more information faster. Having the data you need at your fingertips to share your story is important when it comes to building trust with clients. It’s no wonder that an increasing numbers of clients of StatPro Seven, a tool designed for the middle office, are buying StatPro Revolution as well. Here’s the feedback we’ve received: Read more…

We recently ran our first in a series of webinars: 3 Reasons to Use Cloud Technology for Portfolio Analytics and Reporting, which proved to be a great success. Many tuned in to get a better understanding of what StatPro Revolution is and how it works, and the Q&A session that followed proved to be lively. Well, Read more…

Following the Morningstar Conference, we’ve caught our breath and reflected on what we saw, did and heard on the show floor and in the discussion sessions. We’ve also thought a lot about what we didn’t see and hear about: technology. To be sure, iPads abounded as attendees used their tablets to take notes, live Tweet Read more…

It’s been a whirlwind three days in The Windy City. Between demos, breakout sessions and keynotes, we’ve had some great conversations with advisors and fund managers about how technology is helping them do their jobs. The answer to that question: many RIAs just aren’t sure. Financial advisors and fund managers have so much intelligence behind Read more…

Real interest rates and getting real about portfolio analytics In today’s keynote session by PIMCO leader and living legend Bill Gross, we heard about the looming threat to advisors who overweight in treasury bonds and US-based holdings. The real interest rate, noted Gross, combined with lower P/E ratios, mean that the kind of double-digit returns Read more…

It’s nearly 100 degrees in Chicago, and things are heating up inside the McCormick Place Convention Center, as we get ready to unveil Revolution cloud based portfolio management software to over 1000 attendees at Morningstar’s annual conference. The keynotes kick off at 3:00 pm and the show floor opens at 5:30, so if you’re at Morningstar, you Read more…

With only a week to go before Morningstar, we’re gearing up to officially debut Revolution to the North American market. Our cloud-based platform for portfolio analytics and reporting has been in beta testing with some of the best in the business since October, so when the curtain goes up in Chicago on June 8, we expect Revolution’s debut Read more…

Join the StatPro Revolution The front office is in need of a revolution. And those who don’t embrace change will lose competitive advantage, fast. Bringing Portfolio Analysis and Reporting into the Cloud That’s the central message of our new “red” paper – so named because, unlike traditional white papers, this piece outlines a radically new approach to performance Read more…